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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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June 5, 2024 2:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
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1.0
FREE
May 23, 2024 6:00PM EDT
HOW TO TAKE CONTROL OF YOUR MENTAL HEALTH
Andrea R. Millar, RLP®, CFLA, CPA/PFS (ANDREA MILLAR LIFE PLANNING)
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1.0
FREE
June 3, 2024 3:30PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
May 28, 2024 2:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
June 4, 2024 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 11, 2024 5:00PM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
May 23, 2024 12:00PM EDT
BRAND NEW COURSE!
HOW TO SCALE YOUR BUSINESS WITH LESS EFFORT
Mario Nowogrodzki, CPA, CITP (MENDELSON CONSULTING, INC.)
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1.0
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May 24, 2024 10:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
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June 5, 2024 3:00PM EDT
HOW TO DOUBLE YOUR FIRM'S REVENUE THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
June 6, 2024 3:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
May 29, 2024 1:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
May 23, 2024 3:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
May 29, 2024 2:00PM EDT
HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
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June 4, 2024 9:30AM EDT
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
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May 29, 2024 12:00PM EDT
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
May 29, 2024 10:00AM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
June 5, 2024 12:00PM EDT
HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL SPEND & EXPENSE)
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1.0
FREE
May 28, 2024 1:00PM EDT
HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL SPEND & EXPENSE)
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1.0
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June 6, 2024 10:00AM EDT
HANDLING AN INTERNATIONAL TAX ASSESSMENT: FORM 3520
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
May 30, 2024 6:00PM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
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Publications

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Fee
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Ebook + Print Edition: Insider's Guide to IRS Offers-in-Compromises
Tax Rep Network
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$126.00
Ebook: The Accountant’s Guide to IRS Collection
Tax Rep Network
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$84.15
Ebook + Print Edition: The Insider’s Guide to Tax Liens and Tax Levies
Tax Rep Network
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$126.00
Ebook: How to Level-Up Client Services
Rightworks
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FREE

Member Resources

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Taxing Topics With Withum
WithumSmith+Brown, PC
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Trial a Skills or Personality Test for Free
Accountests Ltd.
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FREE
Building the Premier Accounting Firm
Universal Accounting Center
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Own Your Wealth Podcast
Cook Wealth Management Group
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The Boomer Briefing
Boomer Consulting, Inc.
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